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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	CCM Cai Capital Management New York	$2.12M	+$2.1M	2	1.22%	New
327	RCM Riverhead Capital Management Wilmington, Delaware	$2.1M	+$1.9M	2	0.07%	New
328	MCM Mazama Capital Management Portland, Oregon	$2.04M	+$2.08M	1	1.27%	New
329	Two Sigma Advisers New York	$2.04M	+$1.61M	3	0.03%	New
330	BlackRock Advisors Wilmington, Delaware	$2.03M	+$1.85M	4	0%	New
331	Jacobs Levy Equity Management Florham Park, New Jersey	$2.03M	+$1.65M	1	0.04%	New
332	US Bancorp Minneapolis, Minnesota	$2.02M	+$1.92M	3	0.01%	New
333	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.99M	+$2.03M	1	0.2%	New
334	First Citizens Bank & Trust Raleigh, North Carolina	$1.97M	+$1.69M	2	0.08%	New
335	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.96M	+$2M	1	1.26%	New
336	SAM Securian Asset Management St Paul, Minnesota	$1.94M	+$1.65M	2	0.08%	New
337	EMG Ellington Management Group Old Greenwich, Connecticut	$1.92M	+$1.67M	3	0.37%	New
338	Reinhart Partners Mequon, Wisconsin	$1.83M	+$1.87M	1	0.17%	New
339	LCM Leonard Capital Management Vero Beach, Florida	$1.81M	+$1.85M	1	0.69%	New
340	DCM Dynamic Capital Management St. Helier, Jersey	$1.8M	+$1.84M	1	0.47%	New
341	SCM Stux Capital Management New York	$1.75M	+$1.79M	1	0.22%	New
342	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.7M	+$1.73M	1	0.33%	New
343	MSU Maple Securities USA Jersey City, New Jersey	$1.69M	+$1.72M	1	0.15%	New
344	Oppenheimer & Co New York	$1.67M	+$1.41M	3	0.06%	New
345	IAM ICM Asset Management Spokane, Washington	$1.67M	+$1.29M	1	1.91%	New
346	Nippon Life Insurance Tokyo, Japan	$1.65M	+$1.52M	2	0.05%	New
347	AB AT Bancorp Dubuque, Iowa	$1.62M	+$1.25M	1	0.59%	New
348	Cambridge Investment Research Advisors Fairfield, Iowa	$1.62M	+$1.25M	1	0.08%	New
349	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.6M	+$1.52M	3	0.37%	New
350	American Century Companies Kansas City, Missouri	$1.6M	+$1.24M	1	0%	New